News & Insights

October 2024 - Please see below link which includes the articles for Potentia plan for Vista Group:   Potentia Plan for Vista   Vista Shareholder Letter

March 2024 - I’ve been told the darkest hour of the night is the hour before dawn.  I’m not sure if this statement is true and the kookaburra’s that live in the trees outside my bedroom would challenge the underlying assertion, but I often think about this when it comes to B2B software businesses investing in new product...

May 2022 - “I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.” Bruce Lee The Bruce Lee quote above suggests something that we all intuitively understand – specialisation has benefits (and that Bruce Lee probably didn’t skip leg day). Looking at the private equity...

October 2021 - Although effective leaders surround themselves with capable individuals, leadership is often said to be a lonely endeavor. Loneliness however is often not the challenge, rather it is the isolation that comes with being solely responsible for a select set of issues that no-one else is on the line to resolve. In my experience, few roles...

July 2021 - Software developers have been the superstars of the information age. They have created the B2B software applications that have delivered dramatic productivity improvements to business. They have enabled the B2C consumer-app ecosystem that has opened up new possibilities like ride-sharing and upended many industries like retail. Their success has also led to politicians openly fretting...

June 2021 - Over the past fifty years, technology within businesses around the world has improved at pace. No longer do we have manual general ledgers, telex machines, typewriters or faxes. Instead, businesses have digitised to varying degrees; at a minimum, capturing unstructured data in electronic format (for example, documents created, saved and shared within an organisation), and...